See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,561 | $148,534-55.2% | $135,903-51.0% | $139,434-52.3% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 37.27% | 79.19%-41.9pp | 68.23%-31.0pp | 372.94%-335.7pp |
| Employer contribution / active EE | $20,375 | $5,243+288.6% | $4,856+319.6% | $4,751+328.9% |
| Participant deferral / active EE | $12,005 | $8,100+48.2% | $7,758+54.7% | $6,710+78.9% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |